Julia Martinelli
Your Trusted Partners in Personalized Wealth Management
Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.
Click Here to Learn More
Serving Clients Nationwide
Your Trusted Partners in Personalized Wealth Management
Areas of Focus
- Business Owners
- Estate Planning
- Exit Planning
- Giving
- High Net Worth
- Investment Management
- Retirement Planning
- Taxes
About Julia Martinelli
Hi! I'm Julia Martinelli, an Associate Financial Advisor at Strathmore Capital Advisors.I believe financial planning is about far more than investments and account balances. It's about helping our clients feel confident in their decisions, secure in their future, and empowered to focus on what matters most to them.
One of the things I love most about this profession is the opportunity to build meaningful relationships with clients and help simplify what can often feel like a complex and overwhelming financial world. Whether someone is preparing for retirement, navigating a major life transition, building wealth, or planning for future generations, I find it incredibly rewarding to help bring clarity and peace of mind to the process.
My career in financial services began at The Vanguard Group as a Change of Ownership Specialist before advancing into a Senior Associate role at Dimensional Fund Advisors. These experiences provided me with a strong foundation in both client service and investment management, but what ultimately drew me to financial planning was the opportunity to work more closely with individuals and families as they pursue their own unique goals.
Originally from New Jersey, I've called Charlotte home for the past five years. I graduated from Elon University with a B.S.B.A. in Finance and had the opportunity to study abroad in Shanghai, China, an experience that sparked my passion for travel and learning about different cultures.
When I'm not working with clients, you'll likely find me in a workout class, on the golf course, playing mahjong, or tackling DIYs as a new homeowner. I hold the FINRA Series 7, Series 63, and SIE licenses and am currently pursuing my CERTIFIED FINANCIAL PLANNER™ designation.
My goal is simple: to serve as a trusted resource and partner for my clients and help them navigate life's financial decisions with greater confidence and peace of mind.
Professional Designations
- Candidate for CFP® certification
Primary Location
2825 South Blvd., Suite 350, Charlotte, NC 28209
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to contact us and schedule a 15 to 30 minute phone call that will help us both determine whether our services will match your financial needs. There is no fee, and no strings attached! I look forward to speaking with you.Offers Investment Management
Yes
Offers Tax Preparation
Yes
About Strathmore Capital Advisors
Strathmore Capital Advisors has provided trusted financial planning and wealth management services since 2005.What makes Strathmore Capital Advisors different?
✔️ We are Fee-Only, Fiduciary advisors. Our fees are fully disclosed and transparent. You never have to wonder if you are invested in a security that benefits us more than it benefits you because that conflict of interest is not present.
✔️ We hope to be your one-stop-shop for all aspects of your financial life including estate planning and taxes.
✔️ We believe that Financial Planning is central to all of our relationships. It is difficult to build the right portfolio for anyone without knowing what each client’s individual goals are.
✔️ We understand the importance of your portfolio having the right investment mix for you. We determine how to invest your money be looking at your risk tolerance, time horizon and goals.
✔️ We work as a team. Although CFP training is central to our backgrounds, you also get the benefit of our different life and professional experiences.
✔️ We offer Life Planning tools that help bring to the forefront of our conversations your unique goals and values.
✔️ We provide enhanced services such as estate document creation and planning, tax planning and tax preparation.
We can help you reach your goals!
For over twenty years, Strathmore Capital Advisors has been helping individuals and families reach their financial goals and to enjoy the comfortable retirement lifestyle they dreamed of with our investment management.
Our offices are located just outside of Richmond in Glen Allen, VA, Charlotte, NC, Burlington, NC, Chapel Hill, NC, Savannah, GA and Washington DC.
The Richmond office proudly serves the City of Richmond, Charles City County, Chesterfield County, Goochland County, Hanover County, Henrico County, New Kent County, and Powhatan County.
We also serve clients across the country with fully virtual client service options.
Education
Elon University, Bachelor of Science in Business Administration, Finance
Hobbies and Interests
- Family
- Foodie
- Golf
- Pickleball
- Traveling
- Working Out
SEC Lookup
View DisclosureFINRA Lookup
View DisclosureWho We Serve
- Business Owners
- Corporate Executives
- Couples
- Divorce
- Dual Income Family
- Entrepreneurs
- Families
- Gen X
- Gen Y / Millennials
- Intergenerational Families
- Newly Engaged / Newlywed
- Parents
- Widow
- Women in Transition
- Women Professionals
- Young Families
Wealthtender® is a trusted, independent financial directory and educational resource governed by our strict Editorial Policy, Integrity Standards, and Terms of Use. While we receive compensation from featured professionals (a natural conflict of interest), we always operate with integrity and transparency to earn your trust. Wealthtender is not a client of these providers. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
Write a Review
By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.
No reviews yet.
We Want Your Voice to be Heard
Wealthtender exists to help people discover trusted and authentic financial professionals and educators who may be a good fit based on their unique needs and circumstances.
Your honest reviews help people decide which financial professionals and educators may be best suited to their individual needs.
The majority of people trust reviews as much as personal recommendations, so what you write in your review should reflect your own opinion and experience.
Tips for Writing a Helpful Review
Be descriptive. Instead of just saying what you like or dislike, share why. What have you enjoyed most or least about your experience with the provider? Have they helped you overcome a difficult financial challenge or strengthened your knowledge about particular money matters? The more details, the better!
Be honest. Your rating and review should reflect your actual experience.
Stay relevant. Ensure your review is helpful to others by avoiding off-topic discussions or personal opinions not relevant to your direct experience.
Make your review easy to read. Reviews should be readable to others. Use proper grammar, avoid excessive capitalization or punctuation, and be sure to check your spelling.
Be yourself. Don’t post as, or pretend to be, someone else, and do not say you’re associated with a person or organization with which you are not.
Be nice. Don’t write abusive, hateful, threatening, or harassing content. Avoid personal threats, hate speech, obscenities, or inflammatory language.
Respect the privacy of others. Don’t post information that can be used to identify another individual or compromise their privacy.
Report abuse. Thank you for helping us ensure reviews on Wealthtender are helpful to everyone. If you suspect possible violations of our guidelines or believe a review is inappropriate, please email support@wealthtender.com with a link to the provider’s profile, indicating the review in question and the reason you believe it violates our guidelines.
Disclaimers
Wealthtender reserves the right to remove reviews that violate its guidelines and/or regulations issued by the Federal Trade Commission, Securities and Exchange Commission, FINRA, and other regulatory agencies. Further, financial advisors are subject to individual firm policies and rules prescribed by federal and state regulators that may result in reviews being removed, not published, or potentially modified upon the documented request submitted by an advisor, compliance officer, or other firm professional to maintain compliance with federal and state regulations.
If you submit a review on Wealthtender, the Federal Trade Commission has issued guidance to ensure you always maintain the right and ability to request reviews be removed from any online review website, including Wealthtender. To request the removal of a review you submitted on Wealthtender, please send an email to support@wealthtender.com using the same email address you utilized when submitting the review. Please include in your email a link to the profile on Wealthtender where your review is published.
In addition to your review being published on Wealthtender, you acknowledge your review may also be published by your financial advisor on their website, social media accounts, and/or profile pages on other directory websites.
The reviews posted on Wealthtender are individual and subjective opinions. The opinions expressed in reviews are those of the reviewer and not of Wealthtender, Inc. Wealthtender does not endorse any of the opinions expressed by reviewers.
Please refer to the Wealthtender terms of service and privacy policy for additional information.
If you have questions or if we can assist with anything at all, please contact us by email at support@wealthtender.com or call us at (512) 540 – 3811.
Thank you for visiting Wealthtender and giving us the opportunity to serve you.
© 2026 Wealthtender, Inc.
